Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,037
Closed -$207K 1532
2024
Q3
$207K Sell
18,037
-3,504
-16% -$40.2K ﹤0.01% 1330
2024
Q2
$215K Buy
21,541
+540
+3% +$5.39K ﹤0.01% 1296
2024
Q1
$247K Sell
21,001
-872
-4% -$10.3K ﹤0.01% 1246
2023
Q4
$250K Buy
21,873
+772
+4% +$8.82K ﹤0.01% 1196
2023
Q3
$242K Buy
21,101
+2,062
+11% +$23.6K ﹤0.01% 1145
2023
Q2
$222K Buy
+19,039
New +$222K ﹤0.01% 715